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MA

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
2801
Claris Financial
Virginia
$467K +$85K +152 +23%
GEA
2802
Glen Eagle Advisors
New Jersey
$467K +$17.9K +32 +4%
WWM
2803
Walser Wealth Management
Florida
$467K +$457K +818 New
WSFG
2804
Wall Street Financial Group
Illinois
$466K +$45.3K +81 +11%
WWC
2805
Waypoint Wealth Counsel
Georgia
$465K +$45.3K +81 +11%
TPWA
2806
TRUE Private Wealth Advisors
Oregon
$465K -$9.5K -17 -2%
CWM
2807
Collaborative Wealth Management
Florida
$465K +$456K +815 New
CWMK
2808
Caliber Wealth Management (Kansas)
Kansas
$464K -$29.1K -52 -6%
IIA
2809
Integral Investment Advisors
California
$463K +$91.7K +164 +25%
BMWS
2810
Brady Martz Wealth Solutions
North Dakota
$462K -$17.3K -31 -4%
MCM
2811
Morton Capital Management
California
$461K +$2.79K +5 +0.6%
AF
2812
Apollon Financial
South Carolina
$460K -$10.1K -18 -2%
FFC
2813
First Financial Corp
Indiana
$460K -$2.79K -5 -0.6%
LGG
2814
Luts & Greenleigh Group
Maryland
$460K +$1.12K +2 +0.2%
AWMA
2815
Arbor Wealth Management (Arizona)
Arizona
$459K +$449K +804 New
TWP
2816
Tempus Wealth Planning
California
$459K +$18.4K +33 +4%
SSW
2817
Smith Shellnut Wilson
Mississippi
$458K – – –
MCA
2818
Millennium Capital Advisors
Arkansas
$457K – – –
NRWA
2819
North Ridge Wealth Advisors
Oregon
$457K – – –
SCA
2820
Stonebridge Capital Advisors
Minnesota
$456K -$10.1K -18 -2%
HA
2821
Hamel Associates
New Jersey
$456K -$10.1K -18 -2%
VNA
2822
Valley National Advisers
Pennsylvania
$456K +$37.5K +67 +9%
4WM
2823
49 Wealth Management
Texas
$455K +$191K +341 +75%
DFA
2824
DHJJ Financial Advisors
Illinois
$454K -$5.59K -10 -1%
OPWM
2825
Oregon Pacific Wealth Management
Oregon
$454K -$173K -309 -28%
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113
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